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4706 results found

  1. Email to Credit Note

    Draft Bills - Ability to create Credits from Draft Bill sent directly to Xero email

    Suppliers email credits as well as Bills, why not have the ability to process a bill or credit through this area, a supplier is not going to invoice credits to one email address and invoices to another. Why can we not select if it is a bill or credit and process.

    Purpose: to allow processing of credits through the Draft Bills seamless

    cost effective: reduce the need for additional software such as dext or hubdoc, use xero.

    Current process: open the Draft Credit, download the…

    269 votes
    65 comments  ·  Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 


    Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

  2. Invoices/Bills - Feature to 'write off' as bad debt

    At the moment, you need to raise a credit note to write off a bad debt, which then records the invoice as "paid" which is extremely irksome, and factually incorrect. There needs to be an actual "write off" option so that the debts don't show up constantly in your reports and you can claim a tax deduction for them, but they don't get recorded as paid.

    682 votes
    14 comments  ·  Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

  3. Automatic write-off for bad debts

    Option to automatically write off bad debts that are over a certain number of days outstanding.

    2 votes
    0 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  4. Files - Ability to have sub files

    Files is a great feature to use, to make it even more user-friendly it would be really useful to have a high level folder e.g. for the current FY, with the info sitting in sub-folders under it. that way you hold multiple years worth of info there, keeping it well-organised, easy to find and manageable.

    114 votes
    43 comments  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊

  5. Projects - Create Draft invoice in a new browser window

    Automatically opens a new window when preparing Draft invoice from Projects Screen. This means the project screen stays open to do your next invoice rather than having to navigate back after you have approved your invoice.

    5 votes
    0 comments  ·  Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, just having a little play in Projects - while it won't work for Deposit or Project Amount creation, if you're creating an invoice from a Project for Tasks & Expenses you'll be able to hold down 'ctrl' while clicking on this option and should find this opens the Tasks and expenses screen in a separate browser tab. 

    Totally get this doesn't resolve the idea here, but wanted to share for those it helps 🙂

  6. Projects | Sales invoice - Option to choose Task Total or Timesheet entry for each task

    Choosing bill Task total or Time sheet entries for each task in a project when preparing a customer invoice.

    12 votes
    submitted  ·  3 comments  ·  Business features  ·  Admin →
    How important is this to you?

  7. Sales | Invoices - Contact selection rather than search

    Invoices page, Please add a "Customer Dropdown Box" so we can just scroll and select a client from the list when looking for a clients older invoices.
    The current search box is outdated.

    3 votes
    submitted  ·  0 comments  ·  Business features  ·  Admin →
    How important is this to you?

  8. AU Payroll - Long Service Leave for Casual Victorian employees

    Requirement to have flexibility in how Long Service Leave is recorded for Victoria for casual employees who have taken multiple periods of parental leave and unpaid leave so small business is able to record number of weeks and entitlement due date and be able to accrue the entitlement of .80 weeks per year of service (and have that show on their pay). At the moment we are unable to show the employee the entitlement in weeks - only hours. The hours paid per week will be variable depending on when they take the leave so having this flexibility in Xero…

    8 votes
    submitted  ·  1 comment  ·  Payroll  ·  Admin →
    How important is this to you?

  9. AU Payroll | Employees - Roster Board for Shift Management

    Roster Board for Employee Shift Management.

    A scheduling /roster to show employee shifts. That then can be reconciled against the timesheets submitted. The ability to also send the weekly/fortnighly schedule roster to each employee - or have them be able to view it on the Xero Me app. Have a clock in clock out feature on the Xero Me App to record when a shift starts and ends.

    23 votes
    7 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  10. Invoices | Single click back to drafts

    I would LOVE a link back to draft bills & invoices from the approved bill or invoice. When using email to bill and repeating invoices, after approval there is a link to add a new 'whatever'. But there is no single-click option to go straight to drafts to keep processing these. Instead you must click twice to purchases overview and then drafts.

    When processing a large queue of draft bills and invoices, this would be a huge time-saver for me, and I'm sure many others.

    11 votes
    0 comments  ·  Business features  ·  Admin →
    How important is this to you?

  11. UK Payroll - Pension calculation pre rti submission

    Payroll doesn’t calculate pension until after you submit the payroll/RTI, so you don’t know what the actual net payments are until submitted. Try explaining to a client that what they signed off isn’t what they actual pay.

    21 votes
    submitted  ·  7 comments  ·  Payroll  ·  Admin →
    How important is this to you?

  12. Batch Payment | Remittance Advice - Create for batches that include an overpayment hin there

    Please allow remittance advices to be sent to clients from a batch payment even if it contains an overpayment. There is something fundamentally wrong for there not to be an option for this. A batch payment of 100 invoices with an overpayment of 1 is not cause for there not being an option to send a remittance advice to my clients. I've had to search the page and manually extract it onto an excel file and then send to suppliers. Very time consuming especially if you make large batch payments for over 50 different suppliers.

    49 votes
    submitted  ·  7 comments  ·  Business features  ·  Admin →
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  13. Bank accounts - Export list of unreconciled items from Account Transactions screen

    Be able to export to Excel the Account Transactions screen from the bank that shows the unreconciled items

    9 votes
    2 comments  ·  Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, I wanted to share that while there's no export option on the Account Transactions screen itself, it is possible to export a list of unreconciled Account Transactions with the Business Bank Account Reconciliation Summary report. If you export a copy of this to Excel you'll find the sections for Plus Outstanding Payments and Less Outstanding Receipts which are the unreconciled account transactions. Hope that helps 😊

  14. Invoices/Bills - Sorting Invoice number to be sequential

    Invoice numbers to be sorted in sequential order so when you get past 9999 the invoices going to 10000 upwards don't then end up at the bottom of the list and out of order.

    28 votes
    19 comments  ·  Business features  ·  Admin →
    How important is this to you?

  15. UK Payroll - Export payment file in CSV format

    UK Payroll: Payment file csv format
    Lloyds bank doesn't accept .txt format. It would be great if we could download a csv payment file to upload the employee pays to the bank.

    56 votes
    30 comments  ·  Payroll  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.

    You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!

    If you're interested and are available on Monday Sept 30, 1:45 - 3:15pm, and could come meet the team at our Xero London office - Share your details with us through the form here.

    We have a limited amount of spaces, but if you don't manage to get invited this round our team may reach out when our n ext opportunity arises.

  16. Sales Invoice - Ability to translate to other languages

    I would like Xero to create as sales invoice worded in English and then be able to click a button and Xero then translates all details (including hard coded items) into the language selected and visa versa.

    9 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
    How important is this to you?

  17. Manual Journals - Import as tax inclusive

    The template for importing journals is setup tax inclusive, but once imported, Xero defaults to tax exclusive and a journal including tax transactions therefore doesn't balance until you go into the draft journal itself and change back to tax inclusive!

    Would be useful to be able to globally set whether imported journals are tax inclusive or exclusive. Presumably in the "Tax Defaults" section of Financial Settings.

    17 votes
    7 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  18. Inventory - Record Quantity on Hand for untracked items

    HI
    we work in wine retail & record our product &service on xero (we have moved from sage 50 2 years now)
    we cannot use track inventory option as this doest work with our current setup
    please can we simply have like a small box under each inventory saying quantity on hand for e.g 2 or if its negative like - 2 ( as this is really trouble some for me to all the time go to report & manually set my filters all the time with dates,& other details.
    ) please like on sage50 we had always a number…

    8 votes
    submitted  ·  1 comment  ·  Business features  ·  Admin →
    How important is this to you?

  19. Manual Journals - Extend import limit

    The 300 line cap for importing journals is completely pointless and shortsighted. With MTD rules requiring digital links, importing of journals/transactions has become vital, yet Xero still retains this nonsensical limit. We are forced to manually intervene and adjust where journals are too long (makes a mockery of MTD). Excel can handle over a million lines (and has done for ~20 years now). Sage manages 999 (still limited in this day in age). Somewhere between the two would be great!
    Keep up Xero.

    23 votes
    6 comments  ·  Accounting features  ·  Admin →
    How important is this to you?

  20. Quote - Ability to view previous iterations of a quote

    Being able to view previous versions of a quotation to see any changes that have been made.

    19 votes
    submitted  ·  2 comments  ·  Business features  ·  Admin →
    How important is this to you?
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